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PODCAST

The Week with Roger

Each week, join Roger Entner and the Recon Analytics team for an analysts perspective on the world of telecom.

technology tech news

All Episodes

11:17

This Week: AT&T Analyst & Investor Day

The Week with Roger ·

2024/12/09

Analysts Don Kellogg and Roger Entner discuss insights from the recent AT&T Analyst & Investor Day, which Roger attended.00:24 AT&T Investor Day overview 02:14 Leadership & company turnaround 03:24 Fiber and convergence 06:04 Tech stack simplification and Open RAN 07:34 5G expansion 08:12 Copper reduction targets 08:59 Leverage reduction and capital allocation 10:31 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger

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07:18

This Week: The Dish/TPG Deal Falls Through, T-Mobile...

The Week with Roger ·

2024/12/02

AnalystsDon Kellogg and Roger Entner discuss new developments surrounding DirecTV's shaky deal with TPG, as well as T-Mobile's acquisition of Louisiana BEAD funding and its overall strategy.00:48 DirecTV's TPG deal falls through 02:55 Are TV satellites obsolete? 04:15 T-Mobile secures large BEAD grant 05:45 T-Mobile's capital allocation strategy 07:00 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, DirecTV, TPG, AT&T,

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13:24

This Week: Titans of Prepaid with Nancy Clark of...

The Week with Roger ·

2024/11/25

Analysts Don Kellogg and Roger Entner are joined by Nancy Clark, President of Verizon Value, to discuss the company's commitment to revitalizing prepaid. 00:24 Verizon's turnaround of prepaid brands 02:51 Brand differentiation 04:47 Straight Talk's branding 05:50 Customer service's impact on strategy 07:36 Blurring of market segments 09:53 Churn success 11:04 Competition assessment 12:07 Distribution networks 12:52 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid,

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15:47

Ep 218: Q3 Earnings Recap

The Week with Roger ·

2024/11/18

Analysts Don Kellogg and Roger Entner break down Q3 earnings from the major players in telecom and cable, and offer predictions for Q4 as well.00:58 AT&T Q3 overview 2:36 Industry upgrade cycles 04:34 T-Mobile Q3 overview 07:29 T-Mobile vs. Verizon 08:20 Verizon Q3 overview 09:05 Comcast Q3 overview 09:48 Altice Q3 overview 10:00 Cable industry predictions 11:20 Dish Q3 overview 13:19 US Cellular Q3 overview 14:02 Q4 predictionsTags: telecom, telecommunications, wireless, prepaid, postpaid,

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12:45

This Week: ZTE's Perspective on 5G Across the Globe...

The Week with Roger ·

2024/11/11

Analysts Don Kellogg and Roger Entner are joined by Daryl Schoolar to discuss his recent experience at ZTE's 5G Summit & User Congress in Istanbul, Turkey.00:24 Conference overview 02:36 A global view of the industry 03:51 Telco-to-techno journey 04:40 ZTE's optimization focus 05:53 ZTE company profile 07:27 Total cost of ownership metrics 08:40 ZTE's capacity focus and spectrum issues 12:24 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don

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15:52

This Week: AI's Impact on Telecom Customer Service...

The Week with Roger ·

2024/11/04

Analysts Brett Clark, Mitch Klaassen, and Roger Entner are joined by Amdocs Group President, Technology & Head of Strategy Anthony Goonetilleke to discuss AI's massive impact on customer service in the telecom industry.00:42 Businesses are ready for AI results 03:15 Amdocs' Gen AI applications 05:32 Are customers satisfied with AI service? 09:48 AI cost savings as a game changer 12:29 Telecom deserves more credit 13:15 Applications across industries 14:15 AI accuracy is improving rapidly 15:20

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15:49

This Week: Verizon Q3 Earnings, Sell Side Analyst Day

The Week with Roger ·

2024/10/28

Analysts Don Kellogg and Roger Entner discuss Verizon's strategy as per their recent Q3 earnings call and sell-side analyst meeting.00:25 Verizon's Q3 breakdown 01:20 The metrics that truly matter03:23 Investor Day fiber discussion 05:33 Investor Day FWA discussion 09:18 What's behind bundling? 10:38 Verizon's strategy vs. AT&T and T-Mobile15:13 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Verizon, earnings, churn,

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06:56

This Week: Verizon Spends $1B on Spectrum from US...

The Week with Roger ·

2024/10/21

Analysts Don Kellogg and Roger Entner discuss Verizon's recent acquisition of spectrum from US Cellular and what it means for the telecom industry.00:25 Details of the deal 02:12 Spectrum properties 02:41 US Cellular's decisions inevitably led to the sale 04:08 The impact of rural markets 05:36 Upcoming elections will impact spectrum policyTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, spectrum, Verizon, US Cellular, AWS, T-Mobile,

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15:14

This Week: CBRS and Mid-Band: What is the Optimal...

The Week with Roger ·

2024/10/14

Analysts Don Kellogg and Roger Entner discuss the ongoing battle over CBRS, spurred by a recent AT&T proposal to shift the band's frequency range.00:24 CBRS overview 01:24 Military use of CBRS 04:46 The television incentive auction as a useful model 05:24 Power requirements and interference mitigation 07:40 Licensing and interested parties 09:56 Arguments for and against the shift 12:35 The issue's resolution will take timeTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular

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08:32

This Week: The next chapter for Dish?

The Week with Roger ·

2024/10/07

Analysts Don Kellogg and Roger Entner discuss recent announcements regarding Dish, TPG and DirecTV that may result in a satellite TV shakeup.00:23 Details of the announcements and potential deals 04:24 Is Dish's spectrum truly valuable? 05:46 Challenges persist regardless of the deal07:14 Charlie Ergen remains an adept businessperson 07:50 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Dish, EchoStar, DirecTV, TPG, AT&T,

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13:57

This Week: Another Lifeline for Dish

The Week with Roger ·

2024/09/30

Analysts Don Kellogg and Roger Entner discuss the FCC's recent extension for Dish'sbuildout requirement, as well as the uphill battle the company faces as a whole.00:25 Dish's FCC decision overview 03:05 The FCC has flip-flopped on this issue 04:11 Other commitments are already underway 06:20 Dish's network is not its main problem 10:55 The FCC shows Dish considerable leeway 12:10 Other companies are not as lucky 13:30 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid,

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17:27

This Week: The Road Ahead for T-Mobile

The Week with Roger ·

2024/09/23

Analyst Don Kellogg is joined by Roger Entner in person to discuss the recent T-Mobile Capital Markets day, which they both attended.00:10 Don and Roger are live in San Francisco 00:30 Roger's thoughts on the event 02:40 Cash flow projections and German involvement 04:02 Fiber growth projections 5:10 Guest speakers and AI 07:12 T-Mobile's overall message 08:17 Network speed and satisfaction 11:11 Network slicing and government contracts 14:10 FWA improvements and cable implications 15:23 T-Mobile's

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11:05

This Week: Cell Sites in Space - Live from Cape...

The Week with Roger ·

2024/09/16

Analysts Don Kellogg and Roger Entner are joined by AT&T's Chris Sambar, JR Wilson, and John Wojewoda, who are live from Cape Canaveral, to discuss AST's latest launch and what it means for ground-to-satellite communication by mobile users.00:24 AST's latest launch and satellite communication capabilities02:54 Emergency and first responder applications 04:25 All phone users should benefit 05:02 Limitations of satellite communication 06:45 Spectrum usage & coverage gap reduction 07:29 Device

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12:51

This Week: Verizon Innovates in Satellite Comms with...

The Week with Roger ·

2024/09/09

AnalystsDon Kellogg and Roger Entner are joined by Srinivasa Kalapala, SVP of Technology and Product Development at Verizon, to discuss the exciting developments in satellite technology that will soon be available to the average user.00:25 Verizon's partnership with Skylo for emergency satellite communication 02:30 Possible expansion from emergency use and limitations 06:14 Verizon's satellite strategy 07:50 Verizon's partnership with AST 08:43 Consumers favor mobile operators for satellite 11:12

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13:21

This Week: The Value Segment Heats Up

The Week with Roger ·

2024/09/02

Analysts Don Kellogg and Roger Entner discuss the prepaid landscape, including the moves cable is currently making within the segment.00:23 Prepaid deals show competition is alive and well 02:42 Prepaid as a transitional product 04:30 Who needs an unlimited plan? 06:43 Cable is taking advantage of plan shakeups 09:54 Cable & FWA 12:38 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Verizon, Visible, Cricket, Mint, churn,

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07:31

This Week: Pulling Back the Curtain on Mint Mobile

The Week with Roger ·

2024/08/26

Analysts Don Kellogg and Roger Entner examine the current state of Mint Mobile as well as where the company may be headed following its recent acquisition by T-Mobile.00:24 Mint has been a success story overall 02:07 Mint's D2C model yields high satisfaction 04:23 Which consumers choose Mint? 05:39 Mint as a price and value leader 06:42 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Mint, T-Mobile, Consumer Cellular, D2C,

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18:21

This Week: Earnings Wrapup, Pixel Review Controversy,...

The Week with Roger ·

2024/08/19

Analysts Don Kellogg and Roger Entner discuss earnings from three major companies, issues surrounding fold and flip phones, and some key executives departing the industry.00:25 T-Mobile's earnings overview 01:12 T-Mobile and pricing parity with other carriers 05:34 T-Mobile's perception vs. reality 08:23 Dish is still struggling 11:14 Altice is persevering despite challenges 12:18 Google Pixel 9 Fold release controversy 14:24 Flip and fold phones have a major flaw 17:07 Executive turnover in the

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15:02

This Week: Disruption and the War between Cable and...

The Week with Roger ·

2024/08/12

Analysts Don Kellogg and Roger Entner discuss who will win in the ongoing competition between cable and wireless.00:23 Innovation in the telecom industry 04:59 Initial un-carrier disruptions 05:57 Recon Analytics data facilitates innovation 06:54 Cable has taken the lead at innovation 10:04 FWA looms large for cable 12:38 Cable's leadership is slow to take action 13:17 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, cable,

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13:40

This Week: All about Starlink

The Week with Roger ·

2024/08/05

Analysts Don Kellogg and Roger Entner examine insights gained regarding Starlink's operation and make predictions for its future as a service provider.00:25 Survey results for Starlink 04:34 Starlink's router is top quality 05:28 Survey cNPS (net promoter) scores reveal a new hierarchy 09:24 Starlink's website and gaming performance 10:20 Starlink's value for price 11:02 Comcast Business will offer Starlink to enterprise customers 12:31 Episode wrap-upTags: telecom, telecommunications, wireless,

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09:23

This Week: Earnings from AT&T, Charter, Comcast &...

The Week with Roger ·

2024/07/29

Analysts Don Kellogg and Roger Entner break down Q2 earnings from Verizon, AT&T, Comcast, and Charter.00:44 Verizon's Q2 earnings 03:09 AT&T's Q2 earnings 04:48 Comcast's Q2 earnings 05:53 Charter's Q2 earnings 07:40 Industry Q2 earnings overview 08:30 Convergence is happening 08:57 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, DonKellogg, Roger Entner, earnings, Verizon, AT&T, Comcast, Charter, FWA,fiber, net adds, ACP, churn,

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280 results

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